Martin M. Shenkman
Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice focuses on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of more than 1,200 articles and over 42 books, including this, his most recent book, Estate Planning after the Tax Cut and Jobs Act of 2017, co-authored with Jonathan Blattmachr and Joy Matak. He is an editorial board member of Trusts & Estates Magazine, and the recipient of many awards including the prestigious Accredited Estate Planners (Distinguished) award from NAEPC and Financial Planning Magazine’s 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability.
Jonathan G. Blattmachr
Jonathan G. Blattmachr has over 35 years of experience in trusts and estates law and is currently a Principal at Pioneer Wealth Partners, LLC. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored eight books and over 500 articles on estate planning topics. He also co-developed Wealth Transfer Planning™, an InterActive Legal software system published for lawyers that provides specific client advice and automated document assembly for wills, trusts, powers of attorney, and other estate planning documents.
Joy Matak is a principal at CohnReznick and Co-Leader of the Firm’s Trusts and Estates practice. She has more than 2 decades of diversified experience as a wealth transfer strategist with an extensive background in providing tax services to multi-generational wealth families, owners of closely-held businesses, and high net-worth individuals and their trusts and estates. Joy presents at numerous events on topics relevant to wealth transfer strategists, and has authored or co-authored articles for the Tax Management Estates, Gifts and Trusts (BNA) Journal, Leimberg Information Services, Inc. (LISI), and Estate Planning Review – the (CCH) Journal, among others, on a variety of topics including wealth transfer strategies, income taxation of trusts and estates, and business succession planning.